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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,882 | $33,067-42.9% | $76,518-75.3% | $56,287-66.5% |
| Participation rate | 33.9% | 55.4%-21.5pp | 68.0%-34.1pp | 69.9%-36.0pp |
| Annual return | -7.17% | 2.72%-9.9pp | -0.27%-6.9pp | -9.96%+2.8pp |
| Employer contribution / active EE | $259 | $1,200-78.4% | $2,647-90.2% | $2,111-87.7% |
| Participant deferral / active EE | $678 | $2,240-69.7% | $3,836-82.3% | $3,350-79.7% |
| Admin fee / account holder | $2 | $537-99.6% | $4,849-100.0% | $521-99.6% |